5 Alpha Tweets - What makes the market go up and down, 8 mental frameworks for Traders & More
Edition 143
Welcome to the alpha please newsletter. I curate five alpha tweets every week - that’s it, that’s the newsletter.
Gm friends, it’s been a bit of a rough start to 2025 for crypto.
Donald Trump’s inauguration is in 8 days, which will mark a new period for crypto in the US.
Traders continue to debate whether it will be a buy the news or sell the news event. We’ve had significant derisking and sell offs in alts over the last few weeks, so we certainly aren’t heated going into this event.
I believe things are going to pick up towards the end of the month, and historically speaking, February in the year post halvings have been very good for BTC.
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Your weekly reading:
*All the screenshots will take you to Twitter if you click.
1. 8 mental frameworks for traders
Superb read for anyone trying to improve their ability as a trader.
2. Reasons to be optimistic
Gammi with a good list of bullish facts.
3. What makes the market go up and down
How money flows drive crypto's boom and bust cycles.
4. A Bitcoin L2 Thesis
“BTC L2 TAM > ETH L2 TAM”
5. AI, Crypto and America
How the combination of AI and crypto infrastructure can lead to better AI performance, increased transparency, and more equitable ownership.
Airdrop opportunity
Putting this in here again, as I think it is one of the best airdrops worth farming right now.
Resolv is an Ethena competitor. Resolv has two major assets: $RLP and $USR and both are backed by the same portfolio & basis trading mechanism.
This could be a pretty decent airdrop for the savvy stablecoin farmer. The Usual airdrop was very profitable and I’m thinking Resolv could do quite well.
You can earn points for holding USR, RLP or both, and there are a variety of ways to use the assets in DeFi. Worth understanding the mechanisms involved and as always manage your risk.
alpha_pls tweet of the week
New Grass information.
And that’s your alpha.
Not financial or tax advice. This newsletter is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. Crypto currencies are very risky assets and you can lose all of your money. Do your own research.